Migrate from Bridgify to monday CRM

Each source contact becomes a Person item on Monday's People board. The Person column type in Monday provides CRM-native contact fields including name, email, phone, and organization link. We map the primary contact record directly; secondary contacts are added as additional items linked via the organization connector.

Source organizations map to Organization items on Monday's Organization board. The Organization column type captures company name, domain, industry, and employee count. Linked contacts appear via the People column, maintaining the source N:N association as separate Person items connected to the same Organization.

Source deals migrate as Deal items on Monday's Deals board with native CRM fields: deal name, amount, expected close date, and stage via the Status column. The CRM module's deal structure is the closest Monday equivalent to a traditional CRM opportunity record.

Booking reference IDs from Bridgify have no native Monday CRM equivalent. We create a custom text column (e.g., 'Booking Reference') on the Deals board and populate it with the source booking ID for traceability and reconciliation. This column remains searchable and can be included in board views for quick reference by your operations team.

Experience type (e.g., tour, activity, attraction) is a Bridgify-specific property. Monday's text or dropdown column type captures this. Dropdown is preferred if the source uses a closed pick-list; we create the column with matching options before loading data. If the source field contains free-form text, we use a text column to avoid data truncation during migration.

Supplier partner references map to a custom text column or a person-type column if the supplier is a known user in Monday. Text is the safe default; we flag supplier records that could be matched to existing Monday users for relationship enrichment.

Activity history (calls, meetings, emails) is attached as updates or subitems on the related Deal or Person item in Monday. Original timestamps are preserved in the update body. This is a best-effort translation since Monday lacks a dedicated activity log object.

File attachments on source records are downloaded and re-uploaded to the corresponding Person or Deal item in Monday. File size limits apply per Monday's storage policy. We download inline images in notes, rehost them, and insert the URL in the notes column.

Source owner IDs are resolved by email match against Monday users. Unmatched owners are flagged before migration; their records land under a fallback assignee. Monday's per-seat licensing means every active owner must have a Monday user seat. We verify that all assigned owners have active Monday accounts before migration runs to prevent orphaned deal assignments.

Each source deal stage value maps to a corresponding Status column option on Monday's Deals board. Stage order and labels are preserved exactly. If the source uses more than 8 stages, we discuss consolidation or multiple status columns with your team before migration.

Deal monetary values map directly to Monday's Number column. If the source uses multiple currencies, we create a Currency column on the Deals board and map each record's currency code. Currency conversion is not performed — amounts are stored in source currency.

Monday's system timestamps reflect the migration date, not the original record creation date. We preserve the original created date and last modified date in custom date columns (e.g., 'Original Create Date', 'Source Last Updated') for historical reporting continuity. This ensures that time-based reports and customer history remain accurate post-migration.

The source record ID is stored in a custom text column (e.g., 'Source Record ID') on every migrated item. This enables delta-run de-duplication and provides a traceability link back to the original Bridgify record for support and reconciliation. The column also serves as a reference point for your team if they need to look up the original record during the transition period.